Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.
There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.
Warren Capital Group is a wealth management company servicing individuals and corporations throughout the nation. We use our decades of experience to construct and manage investments portfolios, apply lending and mortgage tactics, help clients with tax preparation, and implement the proper estate plan. All of these services are necessary to properly manage wealth. Our job is to help clients build capital during their accumulation years and to protect their wealth once they've achieved it.
OUR VALUE PROPOSITION
Years of Advising Experience
Investment Advisor Representatives
Families and Companies Served
Founder & CEO
Joe Warren founded Warren Capital in 2005 after serving as Vice President and Associate Branch Manager at Morgan Stanley. Mr. Warren received his BA from the College of Charleston and has completed numerous securities exams including the Series 7, 24, 65, and Rule 144. He authors The Capital View, serves on the boards of RateReset, Stash Storage, AmplifiedAG, and is the Founder of Live Oak Endeavors.
Parker Allen received his BS from the College of Charleston and was a member of the men's golf team from 2010 to 2014. At Warren Capital Group, Mr. Allen created specialized programs for young professionals, physicians, and PGA touring golf professionals to help simplify the financial challenges professionals will face in each of their respective fields. Mr. Allen has completed his Series 65 exam. Parker is an avid golfer who enjoys attending sporting events in his spare time.
Hector Molini received his BS and MBA from College of Charleston. Prior to Warren Capital Group, Mr. Molini worked as a consultant for Cowan Strategies. At Cowan Strategies he helped companies grow by assisting them in entering foreign markets. Mr. Molini also worked as a business broker where he facilitated the sale of small to medium size businesses. At Warren Capital Group, Mr. Molini focuses on analyzing future investments for the company.
Stuart Brown began investing in elementary school with the profits from his newspaper route. In 1982, he started his career as a financial advisor with a boutique municipal bond firm in Washington, DC. The following year, Mr. Brown joined his original broker, EF Hutton. There he worked as Vice President and Portfolio Manager, through the various name changes, until 2014 when he became an independent Registered Investment Advisor.
For any inquiries, questions or commendations, please call: 202-550-0120 or fill out the following form
107 Beresford Creek St
Charleston, SC 29492
Live Oak Endeavors
Warren Capital Group is the proud advisor for Live Oak Endeavors. To learn more about Live Oak, visit holycitycapital.com.
Start Investing: 202-550-0120